Meet Our Advisor:
Derek has worked in the financial services industry since 1993. Derek is a registered representative where he currently maintains the following registrations and designations: FINRA Series 7, 63, 66 as well as life/health licenses in multiple states. He proudly carries the Accredited Investment Fiduciary designation and is currently working toward his Certified Financial Planner designation.
Derek Mitchell, AIF
5151 S 4th St, Leavenworth, KS 66048
•Wealth Management •Financial Planning •Retirement Planning •Retirement Income Planning •Legacy Planning •College Savings • •Private Equity •Charitable Giving •Insurance Planning •Business Succession Planning •Company 401(k) Plans •Employee Financial Wellness
WHY PARTNER WITH US? ERISA 3(38) Investment Managers We can serve as an ERISA 3(21) co-fiduciary or an ERISA 3(38) fiduciary where we can act as a discretionary investment manager shifting fiduciary obligations on plan investments from you, the Plan fiduciaries. On-Site Advisors We have built our service model around our commitment to being your comprehensive Fiduciary Partner. We believe in face-to-face contact and can provide ongoing participant education through our on-site advisors. Do it For Me Strategy For those that want a “do-it-for-me” strategy, we have Risk-Based Managed Accounts available, eliminating the stress from participants having to make a selection. Gap Analysis Are your employees on track to reach their retirement goals? We offer face-to-face delivery of individualized reports for participants to show them how much they need to be saving to reach their goals.
Securities offered through Private Client Services, Member FINRA/SIPC. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors, (“QPA”). PCIA and Private Client Services are not affiliated with Citizens Savings and Loan Association, FSB. .
The Trust Company of Kansas*
The Trust Company of Kansas is located at our Home Office – 5151 S. 4th Street, Leavenworth, Kansas 66048. Citizens Savings & Loan’s affiliation with The Trust Company of Kansas started in 1993. The Trust Company of Kansas offers a wide range of services, including retirement, estate and investment planning. You want to know the people handling your financial affairs. You and your family want to work with people who know you and understand your needs and concerns. At The Trust Company of Kansas, you don’t have a relationship with an institution, you have a relationship with experienced trust people in wealth management.
Call Mike Goldak or Pam Ryser at (913) 758-1111 or (800) 758-1155 or visit their website at TCKansas.com
*The Trust Company of Kansas is not owned in whole or in part by Citizens Savings & Loan Association, FSB.